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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Steinhardt is an investment advisor representative with Kestra Advisory Services, LLC, based in Baltimore, Maryland. Michael has been in the financial services industry since 1987 and holds a Series 6, Series 7, Series 63 and Series 65 licenses. Michael is a Chartered Financial Consultant and provides financial planning, portfolio management for individuals and businesses, and pension consulting. Kestra Advisory Services, LLC is a financial advisor headquartered in Austin, Texas. The firm manages over $48 billion in assets for individuals, businesses, insurance companies, pension and profit-sharing plans, and charitable organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MD
04/19/2016 - Present
Kestra Advisory Services, LLC (BALTIMORE MD)
MA
08/08/2000 - 02/02/2006
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
MA
10/26/1987 - 08/02/2000
BERKSHIRE EQUITY SALES, INC. (PITTSFIELD MA)
IA
Issued 02/12/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/04/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2004
Series 7 - General Securities Representative Examination
BC
Issued 10/23/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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